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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: djia101362 who wrote (38134)2/19/2000 1:38:00 AM
From: Dwight E. Karlsen   of 74651
 
Good article, djia101362 (what do the numbers mean, btw?)

The best quote: "Now repeat after me: Microsoft is going to make a ton of money from Windows 2000. A ton. Of money."

That just about says it all. This Win2K negative-hoopla reminds me of how Intel always used to release its newest and fastest chip with the statement, "it's mostly for servers and high-end workstations". And like clockwork ~six months later a new chip would come out "mostly for servers", and the former "mostly for servers" chip would be entrenched in the mid-range of consumer PCs.

I'm not necessarily saying that the computer mfrs like Dell are going to abandon Win98, because I don't think that's going to happen. But all this down-playing of how fast companies will adopt Win2K could very well be wrong.

It could be that many companies who had been making do with a Win95 or Win98 network (whether server-based or peer-to-peer), will now decide to make the jump to the very robust Win2K, skipping over WinNT completely. That would be a customer segment that I haven't even heard the industry analysts mention. It could be a very nice surprise coming.
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